| Date | Description |
|---|
| 2024-03-13 |
insert person Cove Hill |
| 2024-03-13 |
insert person Maureen C. O'Leary |
| 2023-03-01 |
insert otherexecutives William J. Keeley |
| 2023-03-01 |
update person_title William J. Keeley: Capital Management: Operations Analyst / J.P. Morgan => Vice President - Operations |
| 2022-11-25 |
insert person David J. Consigli |
| 2021-12-13 |
delete cco Janet Y. Kastrud |
| 2021-12-13 |
delete otherexecutives David T. Danforth |
| 2021-12-13 |
insert person Megan C. Waldvogel |
| 2021-12-13 |
update person_description Christina L. Rosello => Christina L. Rosello |
| 2021-12-13 |
update person_description Phill Larson => Phill Larson |
| 2021-12-13 |
update person_title David T. Danforth: Vice President of Operations; COO => Chief Operating Officer; in 2012 As Vice President of Operations; Partner |
| 2021-12-13 |
update person_title Janet Y. Kastrud: CCO => Chief Compliance Officer |
| 2021-09-20 |
insert otherexecutives Allison H. Bellingrath |
| 2021-09-20 |
insert person Allison H. Bellingrath |
| 2020-06-14 |
insert person Christina L. Rosello |